Brown & Brown (BRO) Q3 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure · Editorial policy
Key numbers
- Adjusted EPS
- $1.07
- Estimate
- $1.08
- Surprise
- -1.4%
- Revenue (period 2026-09-30)
- $1.73B
- Score at report (before → after)
- 6.3 → 6.2/10
Revenue source: xbrl.
How the report landed
Brown & Brown (BRO) missed the $1.08 estimate with adjusted EPS of $1.07 — a modest 1.4% shortfall. TrendMatrix's engine moved from Buy (Wait) (6.3/10) to Hold at 6.2/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates BRO Hold at 6.2/10.
2 of the last 4 quarters beat the estimate; this quarter's -1.4% surprise compares with a +1.0% four-quarter average.
What supports the rating
- V7 quality resilience bonus: +0.2 (Q=7.0 in RISK_OFF)
- Sector modifier (Financial Services): +1.0
What argues against it
- Analyst target reached - limited upside remaining
- Target reached (-1.6% upside)
- News modifier suppressed: positive news (+1) cannot lift HOLD to buy-class with analyst upside -1.6% (lift floor +1.5%)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $68.26
- Stop
- $63.80
The stock trades at 22.4× trailing but 14.7× forward earnings — consensus estimates already build in a substantial earnings recovery.
Model outputs from TrendMatrix’s engine as of 2026-10-27 — shown for context, not personalized investment advice.
BRO at TrendMatrix's latest read
For financials, the EPS print is only half the story: credit costs, reserve builds, and rate sensitivity decide how a quarter actually lands.
- Industry
- Insurance Brokers
- Market cap
- $23.78B
- P/E (fwd)
- 14.7
- P/E (ttm)
- 22.4
- 52-week range
- $53.81–$89.05
- Off 52-week high
- 23.3%
- RSI (14)
- 65
- Volume vs avg
- 0.43×
- Score today
- 6.2/10